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Vosler Investment Group

Retirement Planning and Guidance

At Vosler Investment Group, we believe planning is not just the first step toward your financial future, it is the most important step, and it's also the foundation of our business. We take the time to explore your financial goals and expectations, because by determining what you need or want for a comfortable retirement, we are that much closer to helping you achieve it. 

Barry, a CERTIFIED FINANCIAL PLANNER™, and Angela, a Certified Long-Term Care Specialist, have earned credibility and trust that come with education, experience, regular examinations, and compliance with a code of ethics. 

We can help you fund your retirement, preserve your legacy, save for a quality education, develop a realistic investment plan, and protect current and future assets. This comprehensive approach to financial guidance is the cornerstone on which we have built successful, lasting client relationships. 

Please do not send sensitive or personally identifiable information via unencrypted email to our team. It is not a secure way to send any information. Thank you.

Choosing the Right Financial Advisor 

Before you choose a financial advisor, be sure you have found one whose investment philosophy matches your own. At Vosler Investment Group we are long-term strategic investors, not market timers. Our Broker/dealer, LPL Financial, is one of the leading independent brokerage firms in the nation*. LPL Financial does not market its own products, so you will receive impartial advice and strategies to the challenges of wealth accumulation and management. 

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